Carson Wealth (CWM LLC)
BTCI

Carson Wealth (CWM LLC)’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Buy
4,511
+5
+0.1% +$188 ﹤0.01% 2968
2025
Q4 		$198K Buy
4,506
+3,283
+268% +$169K ﹤0.01% 2581
2025
Q3 		$73K Buy
1,223
+846
+224% +$52K ﹤0.01% 3222
2025
Q2 		$23K Buy
+377
New +$21.4K ﹤0.01% 3833

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Bitcoin High Income ETF (BTCI) stake by 0.11% in Q1 2026, buying an estimated $188 and bringing the position to 4,511 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Carson Wealth (CWM LLC) first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $198K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,511 shares of NEOS Bitcoin High Income ETF worth $148K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $188.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2968 holding.
  • Carson Wealth (CWM LLC) first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s NEOS Bitcoin High Income ETF position peaked at $198K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.